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How About a BEER?

Let’s Tap A BEER To See If Stocks Are Over, Under, Or Fairly Valued “Interest rates and volatility are on the rise, as are investor jitters, so now is the perfect time to pop open the BEER analysis.” Lager, ale, IPA, steam, stout, or pilsner?  Nope, that’s not what we’re here to discuss.  This BEER […]

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Andre Huaman of Three Bell Capital Named NAPA Congressional Delegate

LOS ALTOS, Calif.–(BUSINESS WIRE)– Andre Huaman, Partner at Three Bell Capital (Three Bell) and head of Three Bell’s Corporate Retirement Plan Division which manages approximately $1B in plan assets, has been selected as a delegate to the National Association of Plan Advisors’ (NAPA) DC Forum. The NAPA DC Forum is an invitation-only, exclusive gathering of the Nation’s leading […]

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Seeking Magnified Returns via Alternative Investments

Where to Find Reliable, Risk-Adjusted Returns on investments… Peer-To-Peer Lending Short-Term Construction Lending Life Settlements Merger Arbitrage Most of us are familiar with the famous fictional private detective, Sherlock Holmes, created by British author, Sir Arthur Conan Doyle. In the stories, Holmes was known as a “consulting detective”, tactically tapped by his clients (often Scotland […]

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Better To Be Seen Than Herd: Passive Investment Vehicles – What You Don’t Know CAN Hurt You

Learn About Active vs. Passive Investment Vehicles Here. By: Will Martin, CFA Senior Managing Director & Investment Strategist at Three Bell Capital Although index and exchange-traded funds (“ETF’s”) have been around for 25+ years, money has absolutely poured into these investment vehicles (and conversely out of actively-managed funds) in the nine years following the 2008 […]

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Veteran Portfolio Manager Will Martin Joins Three Bell Capital

We are thrilled to announce the addition of veteran institutional portfolio manager Will Martin, CFA, to the Three Bell Capital team. Bill will help lead the Three Bell Investment Committee’s efforts to design, implement and manage client investment strategies and portfolios. Bill brings to Three Bell Capital over 30 years of experience as an institutional investor and […]

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Finding the Weigh

Valuation: Weighing Market Expectations – The Second in a Three-Part Series  Last month we showed that stock market valuations are currently stretched, demonstrated with the Shiller-CAPE model based on a historical perspective. Stocks now appear the most expensive in history when we adjust market valuations for economic growth and earnings potential. The single, largest offsetting […]

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